1.Monitors new inbound message
Integrate Microsoft Outlook and inbox tracking tools to capture new inbound message data for contact and company context.
Create contact and company records from received email
Automatically monitor new inbound messages across Microsoft Outlook for contact context in Airtable and CRM tools. Create and update records when sender details arrive, domains are extracted, or last seen dates changeβso you can protect workflow accuracy, reduce manual data entry, and keep prospect profiles current without manual data entry.
How this automation updates your prospect context
When a new inbound email arrives, reps lose time to manual lookups and outdated context. This automation monitors inbox activity, formats sender details and dates, and then finds, creates, and updates contact and company recordsβso your team can follow up fast.
Microsoft Outlookor swap with your favorite app
2.Extracts domain and formats date
Integrate Formatter by Zapier and date formatting tools to extract sender domain and convert timestamps to a readable date.
Formatter by Zapieror swap with your favorite app
3.Finds matching contact record
Integrate Airtable and contact databases to search the Contacts table by email and return the record id.
Airtableor swap with your favorite app
4.Routes by record found
Integrate Filter by Zapier and conditional branching tools to continue only when Airtable finds no record or finds one.
Filter by Zapieror swap with your favorite app
5.Infers company name from domain
Integrate ChatGPT (OpenAI) and AI enrichment tools to infer a clean company name from the extracted domain.
ChatGPT (OpenAI)or swap with your favorite app
6.Creates or updates contact and company
Integrate Airtable and CRM record tools to create or update Contact and Company records using domain and last seen fields.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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